North Capital Private Securities Corporation

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
63
Avg account
$0

Firm details

Headquarters
Midvale, Utah
CRD number
154559
Registered since
January 24, 2011

Firm profile

FINTRX

Overview

North Capital Private Securities Corporation is a corporate entity that first registered with the SEC in 2011. The firm is identified in the dataset as owned by a domestic entity/individual and is classified as "unclassified" in the available records. The profile does not characterize the firm as a capital allocator and indicates it is not an active ESG investor. The dataset supplies limited operational detail. It does not list the firm's business activities, advisory services, client base, or fee structure. Several regulatory attributes are flagged negative: the firm is not a multi-state adviser, not newly formed, not a pension consultant, and is not marked as a related adviser.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 10
  • Joseph Anderson

    Joseph Anderson

    Chief Compliance OfficerCRD 4644204

  • Daniel Watson

    Daniel Watson

    Chief Financial OfficerCRD 7729924

  • Richard Sandulli

    Richard Sandulli

    Co-CEOCRD 1555067

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Contacts

3 of 53
  • Andrew Evanich

    Andrew Evanich

    Assistant Vice PresidentCRD 6960449

  • Lindsey Collings

    Lindsey Collings

    Vice PresidentCRD 6593087

  • Tyler Farrelly

    Tyler Farrelly

    Investor Relations DirectorCRD 7613463

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Midvale, UT

Salt Lake

Location

Midvale, UT

Headquartered in Midvale, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Salt Lake
Address
623 E Fort Union Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth